AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.44M
3
+$2.3M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.85M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.74M

Top Sells

1
+$17.1M
2
+$1.72M
3
+$1.09M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$822K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K

Sector Composition

1 Technology 6.21%
2 Consumer Discretionary 2.93%
3 Financials 1.47%
4 Energy 1.33%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$320K 0.11%
1,527
+136
52
$304K 0.1%
867
-79
53
$299K 0.1%
960
-23
54
$298K 0.1%
2,509
+1,247
55
$290K 0.1%
3,545
-30
56
$271K 0.09%
731
+48
57
$260K 0.09%
1,113
-207
58
$252K 0.08%
510
-12
59
$251K 0.08%
819
+1
60
$239K 0.08%
651
+34
61
$238K 0.08%
1,226
62
$235K 0.08%
+3,645
63
$228K 0.08%
5,460
-488
64
$221K 0.07%
2,385
+1,495
65
$216K 0.07%
2,410
+1,455
66
$209K 0.07%
9,689
+53
67
$208K 0.07%
1,421
-1
68
$204K 0.07%
762
-34
69
$203K 0.07%
1,532
+957
70
$201K 0.07%
3,262
-124
71
$199K 0.07%
2,268
-33
72
$197K 0.07%
364
+28
73
$193K 0.06%
2,019
+214
74
$183K 0.06%
4,658
+1,240
75
$175K 0.06%
6,559
+99
1 2
3
4 5